(NEW) Using the Comments and Notes Workspace

Keep the conversation on the contract. Add and edit comments (Bolding, lists, etc.), see the number of comments from the navigation, and even @mention yourself.

Settings

Go to Settings > Company Settings > General Settings

There are 3 possible options for displaying comments and notes in the workspace. They are:

  • Only show comments
  • Only show Notes
  • Show comments and notes (When this is selected, the admin can decide if comments appears above or below the notes box. 

Using comments and notes

Depending on settings chosen above is what will display on the Comments and Notes section. If just one is selected (comments or notes), then it will fill the space. 

Note: There's a maximum length of 2000 characters for comments. 

Comment formatting

The comment box supports rich text formatting. Users can:
  • Bold, italicize, and underline
  • Have ordered and unordered lists
  • Include hyperlinks

Navigation badges

If a note or comment is left on the contract, then a green indicator will appear on the navigation. However, once the note or comment has been read, the indication will remain unless the comment or note has been deleted.